If you’re not comfortable talking about your finances with someone, look for someone else. You are now ready to meet a Certified Investment Solicitor (CIS) for a personal discussion. The good thing is that Sun Life has an investor suitability questionnaire. Mutual funds may be generally more suitable for longer-term investors, as the value of securities held by the fund can fluctuate over time and returns are not guaranteed. (e.g. And from there, you will have to sign some forms and present 1 valid ID along with your initial investment. Equity funds have a variety of management styles. An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. To learn more about Sun Life Global Investments contact our Wealth Sales Support team at 1-877-837-7844. All rights reserved. Get detailed Portfolio analysis for Aditya Birla Sun Life Retirement Fund - The 50s Plan. It is a step-by-step guide to give you an idea of how you can quickly start your mutual fund. So here are the 3 ways how mutual fund makes money: The money you invest in a mutual fund will be used to buy shares of investments. You will also get to earn if the companies where your money is invested share their earnings with you in the form of dividends. You may consider it as a savings account with a higher interest rate. To get the most out of the meeting with your advisor, take some time beforehand to think carefully about what you want to achieve. READ: Mutual Fund 101 | The Good and Bad You Must Know. You can earn in a mutual fund in 3 ways, and that is thru price appreciation, dividend, and interest. Oh yes, you can open an account with Sun Life for as low as Php 100, giving you more reasons to start it now! Mutual companies earn from investors by charging what we call sales load. You should meet a certified investment solicitor like me. Thanks , Copyright 2017-2019, TheWiseGuyPH.com. Basic Requirements; 10 Steps to Open a Sun Life Mutual Fund via Online. Worst comes worst is if can you accept when its value falls below your capital? Ask people you trust for recommendations. Step 1 Find an advisor. For example, a fund may invest mainly in government bonds, stocks from large companies or stocks from certain countries. Your advisor will help you with any paperwork that’s required and ensure your money is transferred. So, if you’re a small investor, you’re able to own a much wider mix of investments than you would likely be able to afford by yourself. Also, it is a no-load mutual fund, so it means no charges will be deducted on your investment. Sign-in help While other funds start at Php 1,000 for peso account and $1,000 for dollar account. Thank you! *On July 29, 2015, the word "Managed" was replaced by the word "Granite" in the name of each Sun Life Granite Managed Solution From India’s independent mutual fund research house. And don’t forget to send a scanned copy of your  1 valid ID to my email (federico.l.suanjr@sunlife.com.ph). There are four types of mutual fund account you can open with Sun Life. now. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Depending on your individual circumstances, you can also own corporate class mutual funds, which offer certain tax advantages for non-registered accounts, which are not tax-sheltered like registered accounts. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets. Your money earns interest from lending it to the government or any private institutions. It is because I am a long term investor, who is comfortable with the volatility of the investment in exchange for capital growth and can meet emergency without accessing my investments. Choose the type of account you would want to get. I answered this before, and I got a perfect score of 12. How much money do you need to open a mutual fund? Aditya Birla Sun Life Mutual Fund (ABSLMF) was established in the year 1994. Prior to joining Aditya Birla Sun Life Mutual Fund as an Analyst, Fixed Income. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Ask lots of hard questions – don’t be shy. 1. Sun Life Financial Inc.'s mutual-fund business is shaking up its leadership. Mutual Fund 101 | The Good and Bad You Must Know, 5 Easy Steps in Opening a Sun Life Mutual Fund Account. Like most income funds, they make income generation a priority over capital appreciation. According to Lianne Laroya, you can just break it in two words. I want my money to earn, but my investment should be kept intact. The author has no responsibility against the comments posted by visitors. It is the prize you get from supporting them in their business expansion. | Privacy Policy. Find out about mutual funds offered by Sun Life Global Investments. To help your advisor recommend the right products for your needs, it will be helpful if you gather some basic information about your income, assets and liabilities – including your savings, investment and pension plan statements. Offers a comprehensive range of mutual funds for affluent investors. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. Get latest NAV, historical returns, fund rating, performance, mutual fund … Aditya Birla Sun Life Bal Bhavishya Yojna fund (DP-A) Review. Here’s how we can help you. Learn more about asset allocation and balanced funds, Learn more about diversified income funds. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. I want to invest my US dollars, and I can afford to lose some of my investment for a higher return. So here is how to open a Sun Life Mutual Fund account: First, you need to understand if you are a short-term or long-term investor? You can message me on FB at any time. How a Sun Life Financial advisor can help you, Estate and Financial Planning Services (EFPS), Why work with one of our licensed professionals, Register for a my Sun Life Online Account, Contributions, withdrawals and fund changes, Student and new graduate programs overview, Rotational Leadership Development Programs, Co-op and summer internship opportunities, Chartered Professional Accountant (CPA) Pre-Approved Program. Mutual funds investment services information. If the value of the fund’s assets decreases, so will the value of your units. Asset allocation and balanced funds are a mix of equities, bonds and cash equivalents. I  want to leave my cash for a short period and earn from it, too. Both of them are excellent financial tools, but if you are just starting on your financial journey, then get life insurance first because this will give you stronger financial footing if any unplanned events happen. They may also get this for the provident fund (retirement) of their employees. NAVs of 24.12.2020 As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. (Erstwhile Aditya Birla Sun Life New Millennium Fund) … I understand that because it could potentially give you better earnings compared to banks. A mutual fund typically focuses on specific types of investments. Necessary actions will be done accordingly as the website has no intention to malign its readers from factual information. It is co-sponsored by Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc. Aditya Birla Sun Life Mutual Fund has its pan India presence. With a large investor base, Aditya Birla Sun Life Mutual Fund has emerged as one of India's leading flagships of Mutual Funds business. You can earn in three ways in a mutual fund: price appreciation, dividends, and interests. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Find out about mutual funds offered by Sun Life Global Investments. Click the “BUY NOW” button; 5. You may invest at any time with a minimum of Php100 in the money market fund. DISCLAIMER: This website reflects only the views and opinions of the author, Federico Suan, Jr., and is not part of any official communication tools of any life insurance and investment company. Professional management – When you invest in a mutual fund, you get the benefit of the fund manager's extensive experience and deep research capabilities in terms of selecting investments. Institutional Account-  for companies and cooperatives who want to get better returns compared to banks. In Sun Life, you will have an option to get away from these charges if you choose the “back-end load” option. The holding period is just 7 days. Equity funds invest in shares of companies and offer potential capital appreciation over time. You are now ready to pick one from the funds below based on your investment profile. Fixed-income funds invest in bonds and have the potential for growth while providing a source of income. Aditya Birla Sun Life Bal Bhavishya Yojna fund (DP-A) has a score of 0 on a scale of 5. I want my money to earn, but my investment should be kept relatively stable. Diversification and economies of scale – Diversification means spreading out your investments over several kinds of asset categories, geographic markets and investment styles, so a poor showing in any one asset or country won’t damage your entire portfolio. BIR Certificate of Registration Renewal (Form 2303), IC Institutionalized Remote Selling of Life Insurance Permanent, Sun Cancer Care: A Comprehensive Cancer Treatment and Rehabilitation Plan, 3 Things You Need Know About Frugality: Becoming Frugal and Generous at the Same Time, How to Become a Sun Life Financial Advisor in the Philippines. Aditya Birla Sun Life Digital India Fund. I guess you want to invest in mutual funds too? Liquidity – mutual funds stands ready to buy back your shares at prevailing NAVPS. An advisor’s job is to help you understand how different products – each with its own features and options – can best meet your individual needs. Federico is an electronics engineer, financial blogger, insurance agent, and a certified investment solicitor. Bal Bhavishya Yojna fund ( ABSLMF ) was established in the year 1994 for... Information on Aditya Birla Sun Life has an investor low as Php for... 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